Integris Wealth Management
Financial Services • 
Monterey, California, United States • 11-20 Employees
Company overview
| Headquarters | 435 Washington Street, St A, Monterey, California 93940, US |
| Phone number | +18313331717 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Founded | 1997 |
| Employees | 11-20 |
| Socials |
Key Contact at Integris Wealth Management
Jenna Reynolds
Director Of Operations - Partner
Integris Wealth Management Email Formats
Integris Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@integriswealth.com), used 72.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@integriswealth.com | 72.7% |
{first name} | john@integriswealth.com | 27.3% |
About Integris Wealth Management
Count on Integris to be your trusted ally. You deserve to work with people you can trust. We uphold the highest ethical standards in each decision we make. This means we always direct our clients to their best available option, even if it means we forgo additional business. Integris is a 100% fee-only fiduciary. We never take commissions or kickbacks. We have zero financial product affiliations, and our unique team-based approach applies several minds and sets of eyes on your financial affairs. Whether you are a new investor looking for discerning guidance or you are a seasoned investor looking for a strategic partner, it would be our honor to work with you.
Integris Wealth Management revenue & valuation
| Annual revenue | $16,900,000 |
| Revenue per employee | $938,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $54,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Integris Wealth Management has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
Integris Wealth Management has never raised funding before.
Integris Wealth Management Tech Stack
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